NxAi Tutorials · Ep 13:33

Create your account & workspace

Sign up, confirm your email, set up your workspace and verify your mobile number.

Transcript

0:00Welcome

Welcome to NxAi tutorials! In this episode, you'll create your NxAi account and your own workspace.

0:08What you'll do

It only takes a few minutes. We'll sign up, confirm your email, create your workspace, and verify your mobile number.

0:17Open nxai.in → Start free trial

Open nxai.in in your browser and click Start free trial.

0:27Sign up with Google or email

This opens the Create account page. You can sign up with your Google account: just click Continue with Google at the bottom. Or fill in the form, as we'll do now. Enter your first name, last name and email address. Use an email you can open right now, because we'll send a confirmation link to it. The phone number is optional. Now choose a password. It needs at least eight characters, with capital and small letters, a number and a symbol. Type it again to confirm, then click Register.

1:05Confirm your email

You'll see this message: Almost there! Your account is created. Now let's confirm your email. Open your inbox and find the email from NxAi: Confirm your email address. Click the Confirm email button. If you don't see it, check your spam folder. Your email is confirmed. Click Go to sign in, and log in with the email and password you just created.

1:38Create your workspace

Next, create your workspace. It's your team's home in NxAi: your contacts, campaigns and shared inbox all live here. You'll be its owner. Type your company name. NxAi turns it into your workspace link, like portal.nxai.in/greenleaf-organics. You and your team will open your workspace with this link, so check it carefully before you continue. Add a short description if you like. Then choose your country and state, your company size and your industry. The website is optional. The timezone is already set to India Standard Time. Change it only if your business runs in another timezone. All done? Click Create workspace.

2:36The Get started checklist

Welcome to your workspace! This Get started page lists six steps to start messaging your customers on WhatsApp. The first one, creating your workspace, is already done. You can come back to this page any time from Get started in the left menu.

2:51Verify your mobile number

Let's do the next step now: Verify your mobile number. Click Verify. Enter your mobile number, tick the box to get account and billing notices on WhatsApp, and click Send code. The six-digit code comes on WhatsApp, not by SMS, and it's valid for ten minutes. Type it here and click Verify. Back on Get started, two of six steps are done.

3:22Next episode

In the next episode, we'll take a quick tour of the portal. If this video helped, subscribe, and see you in the next one!

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